Dynamic Capital Planning

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

11790 Sunrise Valley Dr Ste 200, Reston,...

Phone Number

(703) 539-6810

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Dynamic Capital Planning

Dynamic Capital Planning, based in Reston, VA, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm serves individuals, families, and business owners who prioritize long-term planning and tailored financial solutions. With a focus on integrated financial planning strategies, they guide clients through life's changes with clarity and confidence. Their award-winning team is dedicated to helping clients achieve financial freedom and peace of mind.Explore more
Dynamic Capital Planning's Social MediaPopular SearchesDynamic Capital PlanningSIC Code 62,628NAICS Code 52,523Show more

Dynamic Capital Planning Org Chart

PhoneEmail
KS
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Director, Financial Planning

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DC
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Financial Planning Associate

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JH
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Investment Analyst

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SC
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Private Wealth Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Dynamic Capital Planning

<$5M
1-10
Private
-
-
KS
Kevin SinagraDirector, Financial Planning
<$5M
11-50
Private
-
2008
SW
Shane WatsonDirector, Wealth Management Services
<$5M
1-10
Private
-
2009
KG
Kelly GolnerDirector, Marketing
<$5M
1-10
Private
-
2011
MC
Manos CitoOwner, Founder
<$5M
1-10
Private
-
2015
LB
Lester BotkinChief Investment Officer
<$5M
1-10
Private
-
-
<$5M
1-10
Private
-
2012
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Company Profile Activity

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Activity Insights

Dynamic Capital Planning is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Dynamic Capital Planning is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Dynamic Capital Planning.

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Frequently Asked Questions Regarding Dynamic Capital Planning

What is Dynamic Capital Planning's official website?
Dynamic Capital Planning's official website is dcplanning.nm.com
What is Dynamic Capital Planning's Revenue?
Dynamic Capital Planning's revenue is <$5 Million
What is Dynamic Capital Planning's SIC code?
Dynamic Capital Planning's SIC: 62,628
What is Dynamic Capital Planning's NAICS code?
Dynamic Capital Planning's NAICS: 52,523
How many employees does Dynamic Capital Planning have?
Dynamic Capital Planning has 1-10 employees
What industry does Dynamic Capital Planning belong to?
Dynamic Capital Planning is in the industry of: Finance, Securities Trading
What is Dynamic Capital Planning competition?
Dynamic Capital Planning top competitors include: Income for Life, Botkin Family Wealth Management, Realize Wealth Management, Shala Financial
How do I contact Dynamic Capital Planning?
Dynamic Capital Planning contact info: Phone number: (703) 539-6810 Website: dcplanning.nm.com
What does Dynamic Capital Planning do?

Dynamic Capital Planning, based in Reston, VA, is an office of Northwestern Mutual that specializes in creating custom wealth management plans aimed at providing lasting financial peace of mind. The firm serves individuals, families, and business owners who prioritize long-term planning and tailored financial solutions. With a focus on integrated f... inancial planning strategies, they guide clients through life's changes with clarity and confidence. Their award-winning team is dedicated to helping clients achieve financial freedom and peace of mind.Read More

What are Dynamic Capital Planning social media links?
Dynamic Capital Planning Linkedin page Dynamic Capital Planning Twitter page Dynamic Capital Planning Facebook page
Is Dynamic Capital Planning a public company?
Dynamic Capital Planning is private company therefore does not currently have an official ticker symbol
See more information about Dynamic Capital Planning

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